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Home-Assistant/custom_components/ha_washdata/ml/matching_tuner.py
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# WashData - Home Assistant integration for appliance cycle monitoring via smart plugs.
# Copyright (C) 2026 Lukas Bandura
# SPDX-License-Identifier: AGPL-3.0-or-later
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published
# by the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <https://www.gnu.org/licenses/>.
"""On-device tuning of the matcher's scoring weights (Stage 4/5, opt-in).
Mirrors the offline ``devtools/dtw_ab_eval.py`` methodology but as a shippable,
NumPy-only, executor-safe pure function: it does leave-one-out matching over the
device's own labelled cycles, sweeps a small grid of the highest-impact scoring
weights (corr/MAE split, duration agreement weight, energy agreement weight, and
DTW ensemble weight independently), and - only if a candidate beats the shipped
defaults on a HELD-OUT split by a margin - returns a per-device config override. The caller persists it; the matcher reads it live
and falls back to the const defaults otherwise.
Discipline (same as model promotion): tune on a train split, gate on a held-out
split, require a margin, cap the grid to bounded scoring weights (never
structural behaviour). This guards against over-fitting the small, partly
manually-labelled per-user cycle set.
"""
from __future__ import annotations
from typing import Any
import numpy as np
from .. import analysis
_RESAMPLE_L = 150
def _powers(cycle: dict[str, Any]) -> list[float]:
pd = cycle.get("power_data") or []
out: list[float] = []
for p in pd:
try:
out.append(float(p[1]))
except (TypeError, ValueError, IndexError):
pass
return out
def _resample(vals: list[float], n: int) -> np.ndarray:
a = np.asarray(vals, dtype=float)
if a.size == 0:
return np.zeros(n)
if a.size == n:
return a
return np.interp(np.linspace(0, 1, n), np.linspace(0, 1, a.size), a)
def _prep(cycles: list[dict[str, Any]]) -> dict[str, list[dict[str, Any]]]:
"""Group labelled cycles by profile, caching powers/duration/resampled curve."""
by_profile: dict[str, list[dict[str, Any]]] = {}
for c in cycles:
name = c.get("profile_name")
pw = _powers(c)
if not name or len(pw) < 4:
continue
try:
dur = float(c.get("duration"))
except (TypeError, ValueError):
dur = 0.0
if dur <= 0:
# No reliable wall-clock duration: skip rather than fabricate one from the
# sample count (len(pw)), which distorts duration scoring on devices that
# sample every 30-60 s. Real cycles always carry a 'duration', so this only
# drops degenerate entries.
continue
by_profile.setdefault(name, []).append(
{"pw": pw, "dur": dur, "rs": _resample(pw, _RESAMPLE_L)}
)
return by_profile
def _snaps(by_profile: dict[str, list[dict]], exclude: tuple[str, int] | None) -> list[dict[str, Any]]:
snaps = []
for name, items in by_profile.items():
curves, durs = [], []
for idx, it in enumerate(items):
if exclude is not None and (name, idx) == exclude:
continue
curves.append(it["rs"])
durs.append(it["dur"])
if curves:
snaps.append({
"name": name,
"avg_duration": float(np.mean(durs)),
"sample_power": np.mean(np.array(curves), axis=0).tolist(),
})
return snaps
def _top1(by_profile: dict[str, list[dict]], targets: list[tuple[str, int]], cfg: dict[str, Any]) -> float:
"""Fraction of the given (profile, idx) targets whose true profile ranks #1
under leave-one-out matching with the given config."""
if not targets:
return 0.0
correct = 0
total = 0
for name, idx in targets:
it = by_profile[name][idx]
snaps = _snaps(by_profile, exclude=(name, idx))
if len(snaps) < 2:
continue
cands = analysis.compute_matches_worker(it["pw"], it["dur"], snaps, cfg)
total += 1
if cands and cands[0]["name"] == name:
correct += 1
return correct / total if total else 0.0
_BASE_CFG = {"min_duration_ratio": 0.10, "max_duration_ratio": 1.5}
#: Bounded scoring weights the tuner may promote. All live in [0, 1], so a tuned
#: config can only shift emphasis (shape vs level vs energy, and how much the DTW
#: ensemble leans on the derivative/DDTW component) - never structural behaviour.
OVERRIDE_KEYS = ("corr_weight", "duration_weight", "energy_weight", "dtw_ensemble_w")
def _grid() -> list[dict[str, Any]]:
"""Small, high-impact grid over four bounded scoring weights.
Axes: corr/MAE split × duration agreement weight × energy agreement weight
× DTW ensemble weight. The duration and energy axes are now independent so
the tuner can find asymmetric configurations (e.g. a device with highly
variable energy but stable duration benefits from a low energy_weight and a
high duration_weight). All values are bounded scoring weights (see
OVERRIDE_KEYS) so a promoted config can never change structural behaviour.
Grid size: 4 × 2 × 2 × 3 = 48 configurations (was 4 × 2 × 3 = 24).
"""
out = []
for cw in (0.40, 0.45, 0.50, 0.60):
for dur_w in (0.15, 0.22):
for en_w in (0.15, 0.22):
for ew in (0.55, 0.70, 0.85):
out.append({
"corr_weight": cw,
"duration_weight": dur_w,
"energy_weight": en_w,
"dtw_ensemble_w": ew,
})
return out
def tune_matching_config(
cycles: list[dict[str, Any]],
*,
min_cycles: int = 25,
# Kept intentionally low so per-device tuning becomes useful early; the noise
# a small sample would introduce is controlled by the multi-split majority gate
# below (a lucky single split can't promote), not by a large ``min_targets``.
min_targets: int = 12,
margin: float = 0.03,
seed: int = 0,
) -> dict[str, Any]:
"""Leave-one-out per-device tuning of matcher scoring weights.
Methodology (no target leakage between selection and gating):
1. Partition the device's labelled cycles ONCE into a *search* pool and an
untouched *holdout* pool; no target is ever used for both.
2. **Select** the candidate config as the grid entry with the best
leave-one-out top-1 on the SEARCH pool only. (Reference snapshots are
built from all cycles — as in production, where a query is matched
against aggregates of the full profile library; only the *query* targets
are partitioned.)
3. **Gate** the fixed candidate on the HOLDOUT pool: it must beat the
shipped defaults by at least ``margin`` on a MAJORITY of reshuffled
holdout subsamples (a variance check that rejects a lucky single split)
AND on the holdout mean. ``min_targets`` is kept intentionally low so
per-device tuning becomes useful early; the majority gate — not a large
sample — controls the noise.
Returns a status dict; ``promoted`` is True only when both holdout gates pass.
When promoted, ``config`` holds the override to persist (bounded scoring
weights only — never structural matching behaviour). Never raises for data
reasons; returns {"promoted": False, "reason": ...}.
"""
by_profile = _prep(cycles)
multi = {n: items for n, items in by_profile.items() if len(items) >= 2}
n_cycles = sum(len(v) for v in by_profile.values())
if len(multi) < 2 or n_cycles < min_cycles:
return {"promoted": False, "reason": "insufficient data", "n_cycles": n_cycles, "n_profiles": len(by_profile)}
# Partition targets ONCE, up front, into a search pool (used to pick the
# candidate config) and an untouched holdout pool (used only to gate it). No
# target is ever used for both selection and gating -> no target leakage.
rng = np.random.default_rng(seed)
targets = [(n, i) for n, items in multi.items() for i in range(len(items))]
rng.shuffle(targets)
if len(targets) < min_targets:
return {"promoted": False, "reason": "too few targets", "n_targets": len(targets)}
cut = max(1, len(targets) // 2)
search_pool, holdout_pool = targets[:cut], targets[cut:]
if not holdout_pool:
return {"promoted": False, "reason": "too few targets", "n_targets": len(targets)}
base = {**_BASE_CFG}
# Candidate: the grid config with the best top-1 on the SEARCH pool only.
best_search = _top1(by_profile, search_pool, base)
best_cfg = base
for extra in _grid():
acc = _top1(by_profile, search_pool, {**base, **extra})
if acc > best_search:
best_search, best_cfg = acc, {**base, **extra}
override = {k: best_cfg[k] for k in OVERRIDE_KEYS if k in best_cfg}
# Gate the FIXED candidate on the held-out pool: require it to beat the defaults
# by ``margin`` on a MAJORITY of reshuffled subsamples of the holdout (variance
# check), rejecting a lucky single split while keeping min_targets low.
n_splits, min_wins = 5, 4
base_tests: list[float] = []
tuned_tests: list[float] = []
wins = 0
for k in range(n_splits):
r = np.random.default_rng(seed + 1 + k)
pool = list(holdout_pool)
r.shuffle(pool)
held = pool[: max(1, len(pool) // 2)]
bt = _top1(by_profile, held, base)
tt = _top1(by_profile, held, best_cfg)
base_tests.append(bt)
tuned_tests.append(tt)
if tt - bt >= margin:
wins += 1
mean_base = float(np.mean(base_tests)) if base_tests else 0.0
mean_tuned = float(np.mean(tuned_tests)) if tuned_tests else 0.0
has_override = bool(override)
enough_wins = wins >= min_wins
enough_margin = (mean_tuned - mean_base) >= margin
promoted = has_override and enough_wins and enough_margin
if promoted:
reason = f"beat baseline on {wins}/{n_splits} held-out subsamples"
elif not has_override:
reason = "defaults already optimal (no override)"
elif not enough_wins:
reason = f"only {wins}/{n_splits} held-out subsamples beat baseline by margin"
else:
reason = f"mean held-out gain {mean_tuned - mean_base:+.3f} below margin {margin}"
return {
"promoted": promoted,
"config": override if promoted else None,
"baseline_test_top1": round(mean_base, 3),
"tuned_test_top1": round(mean_tuned, 3),
"train_top1": round(best_search, 3),
"holdout_wins": wins,
"holdout_splits": n_splits,
"n_targets": len(targets),
"reason": reason,
}